Echo Street Capital Management’s Lam Research LRCX Stock Holding History

Echo Street Capital Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,710	Closed	-$450K	–	557
2022 Q4	$450K	Buy	10,710 +3,060	+40%	+$128K	﹤0.01%	308
2022 Q3	$280K	Buy	+7,650	New	+$341K	﹤0.01%	414
2021 Q3	–	Sell	-12,250	Closed	-$797K	–	697
2021 Q2	$797K	Buy	+12,250	New	+$773K	0.01%	243
2021 Q1	–	Sell	-23,810	Closed	-$1.12M	–	563
2020 Q4	$1.12M	Buy	+23,810	New	+$1M	0.01%	148

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Echo Street Capital Management's LRCX Position: Q1 2023 in Review

Echo Street Capital Management sold out of Lam Research (LRCX) in Q1 2023, closing a stake of 10,710 shares — an estimated $450K sold.

Echo Street Capital Management first reported a position in LRCX in Q4 2020 and held it in 4 quarters. The position peaked at $1.12M in Q4 2020. 1,363 funds tracked by Wall St. Rank hold LRCX as of Q1 2023.

Echo Street Capital Management reported no remaining Lam Research position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 10,710 Lam Research shares in Q1 2023, an estimated $450K.
Echo Street Capital Management first reported a position in Lam Research in Q4 2020 and held it in 4 quarters.
Echo Street Capital Management's Lam Research position peaked at $1.12M in Q4 2020.
1,363 funds tracked by Wall St. Rank held Lam Research as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.